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Adirondack Retirement Specialists’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Adirondack Retirement Specialists’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.04M Buy
10,104
+924
+10% +$99.1K 0.81% 19
2023
Q2 		$974K Buy
9,180
+71
+0.8% +$7.45K 0.76% 20
2023
Q1 		$959K Buy
+9,109
New +$980K 0.8% 20

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Adirondack Retirement Specialists's VYM Position: Q3 2023 in Review

Adirondack Retirement Specialists increased its Vanguard High Dividend Yield ETF (VYM) stake by 10% in Q3 2023, buying an estimated $99.1K and bringing the position to 10,104 shares worth $1.04M. The position accounts for 0.81% of the portfolio, ranked #19.

Adirondack Retirement Specialists first reported a position in VYM in Q1 2023 and has held it in 3 quarters since. 1,443 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Adirondack Retirement Specialists held 10,104 shares of Vanguard High Dividend Yield ETF worth $1.04M as of Q3 2023.
  • Adirondack Retirement Specialists bought 924 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $99.1K.
  • Vanguard High Dividend Yield ETF made up 0.81% of Adirondack Retirement Specialists's portfolio in Q3 2023, its #19 holding.
  • Adirondack Retirement Specialists first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and has held it in 3 quarters since.
  • 1,443 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.